Financial Services Administrative Assistant

20 hours ago

Charlotte Bay, Australia beBeeCustomer Full time $40,000 - $60,000

I'm seeking a Reliable Client Service Partner to support my financial advisory practice with administrative tasks and client service. This is a part-time role, ideal for someone looking to gain experience in the financial services industry.

Key Responsibilities
  • Assist with client communications and scheduling
  • Prepare and organize client documents
  • Maintain CRM and client records

Details:

  • Hours: 10–15 hours per week (flexible)
  • Location: Local to Charlotte, NC preferred, hybrid
  • Pay: Starting at $10/hour, negotiable based on experience and performance

Ideal Candidate:

  • Organized, dependable, and professional
  • Comfortable with basic tech tools (email, calendar, CRM)
  • Interest in financial services is a plus
Seniority level
  • Internship
Employment type
  • Part-time
Job function
  • Administrative, Finance, and Customer Service

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